Client Service Associate
Not Disclosed•Full-TimeOn-site
location_onFranklin Street, East Bayside, East End, Portland, Cumberland County, Maine, 04101, United States
About the Team
At Morgan Stanley, we raise, manage, and allocate capital for our clients, helping them reach their goals. For over 90 years, we have differentiated ourselves through our values: putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back. These principles guide our decisions every day to serve our clients, communities, and more than 80,000 employees across 1,200 offices in 42 countries.
Our teams are relentless collaborators and creative thinkers, fueled by diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering an environment where you are supported and empowered to move about the business with passion and grit.
Work location
Work model: On-site
Franklin Street, East Bayside, East End, Portland, Cumberland County, Maine, 04101, United States
Portland, Maine
Key Responsibilities
- check_circleEnter profile information and pre-fill account documentation in a clerical capacity
- check_circleAnswer general non-investment questions regarding client accounts and balances
- check_circleEducate and enroll clients in digital tools such as MSOnline and eSign
- check_circleSupport Financial Advisors in cultivating and enhancing client relationships
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Skills, education and keywords
Skills: Microsoft Office, Word, Excel, Outlook, Powerpoint, Msonline, Esign, Eauthorization, Zoom, Series 7.
Education: High School Diploma or Equivalency required; College degree preferred.
Frequently asked questions about Client Service Associate at Morgan Stanley
What does a Client Service Associate at Morgan Stanley do?expand_more
A Client Service Associate at Morgan Stanley is responsible for the following: Enter profile information and pre-fill account documentation in a clerical capacity; Answer general non-investment questions regarding client accounts and balances; Educate and enroll clients in digital tools such as MSOnline and eSign; and Support Financial Advisors in cultivating and enhancing client relationships.
What are the requirements for this Client Service Associate role?expand_more
To qualify for the Client Service Associate at Morgan Stanley position, applicants should have: High School Diploma/Equivalency; College degree preferred; Advanced Microsoft Office skills (Word, Excel, Outlook, PowerPoint); and Willingness to obtain Series 7, Series 66, Series 63, or Series 65.
Where is the Client Service Associate role at Morgan Stanley located?expand_more
Client Service Associate at Morgan Stanley is based in Franklin Street, East Bayside, East End, Portland, Cumberland County, Maine, 04101, United States. This is a on-site role.